Recent Articles
The Hold File – From Initial Review to Ready for Processing
This article is part of the Hold File section. Find all related articles here: Hold File The Hold File is like a temporary holding area for all the purchase ledger invoices you've posted. These records won’t appear as charges on client accounts until ...
Estimates - Recording a Quote Received
This article is part of the Estimates section. Find all related articles here: Estimates After you have sent your Estimate Requests out, your contractors will start submitting quotes for the job. You can record this information against the Estimate. ...
Jobs Maintenance - Amending or Cancelling a Job
This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Jobs can be amended and cancelled at certain stages of the process. Amending a Job Jobs can be amended at Stage 2, after the Job has been created ...
Jobs Maintenance - Completing a Work Order
This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Once you have sent out a Work Order to the contractor, the Job moves to Stage 3. Stage 3: Complete Work Order After the contractor has completed ...
Jobs Maintenance - Adding a Task to a Job
This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance You can split a job into multiple tasks for one contractor, or for different contractors if you don’t want to raise multiple jobs. Each task needs ...